We partner with clients to address their strategic priorities, providing strategic mergers & acquisitions advice and execution, agented private capital financing services and board advisory services. We leverage decades of experience to navigate through complexity and deliver optimal outcomes.
Mergers & Acquisitions
We provide clear, relevant and timely advice that is uniquely built on deep domain technology knowledge, keen strategic understanding and critical judgment that can only come from extensive experience. Unlike most investment banks and boutiques, Union Square Advisors are not involved in trading or research, each of which can create conflicts when advising clients. Our team is led by former heads of the world’s top technology banking practices, professionals widely regarded as experts in their sectors. We provide a comprehensive range of advisory services for public and private companies and private equity firms, including:
- Strategic positioning evaluation
- Buy-side and sell-side M&A
- Activist and hostile defense
- Fairness opinions
- Reorganization proceedings and restructuring
The Capital Markets business of Union Square Advisors specializes in unique capital markets solutions to private equity and corporate clients. Our experience and expertise spanning credit cycles and capital structures enable us to deliver comprehensive and customized advisory services that address the specific needs of our clients.
Our core capabilities are middle-market capital raising, equity private placements, capital structure optimization and debt advisory. We arrange equity and debt financings in all size ranges and for every type of transaction; from LBO’s to more challenging situations. We also provide differentiated views on how to optimize existing capital structures in connection with M&A, refinancings and other events.
- Capital Raising
- Capital Structure Optimization
- Special Situations
As a natural extension of our deep sector knowledge base and role as advisor during our client’s most important transactions, the firm has selectively served in a merchant bank capacity. In this role, Union Square Advisors has deployed the firm’s own capital, alongside private investors with participation from some of our employees. These opportunities allow our firm to form close bonds and build long-term relationships with our clients who require capital for internal and inorganic growth.
With our mutual financial interests fully aligned, together we seek a culture of partnership and a tight ecosystem with a shared sense of purpose and level of collaboration in the most important decisions we make.
- Co-Investment Partnership